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THE ASSET YOU DIDN’T KNOW YOU NEEDED.

Partner with Financial Advisor Ally to bring more to your clients portfolio. Understanding your clients money personality grants you the ability to suggest investment opportunities they will actually be excited about.

AS SEEN ON

The 5 Money Personalities

We Know it works

The quickest way to understand your clients needs

Financial Advisor Ally partners with The 5 Money Personalities in order to streamline your client experience. We create a branded assessment for your clients or prospects to go complete, and you get all the results emailed straight to you!

GETTING STARTED

How It Works

Set yourself apart

  • Start using behavioral finance
  • Match your client’s Money Personalities to satisfying investment approaches
  • Connect in a way that speaks to your client’s personal makeup
FIRST

Acquire new clients

  • Complete our FAA handbook
  • Gain email and mailing examples for prospects
  • Use your branded assessment as a lead generator tool for prospects
SECOND

Retain and grow current clients

  • Re-engage through one-on-one meetings
  • Share snippets of the 5 Money Personalities as you go to spread understanding
  • Add value and a cutting edge to your firm
THIRD

START NOW


Building real relationships

It doesn’t matter if you have known your client for ages, utilizing Financial Advisor Ally allows you to understand them in a new way, keep track of their information, and guide them through the best investments and fnancial decisions specifcally based on their money personalities.

Uncover. Teach. Reveal.

BECOME OUR PARTNER

Tailored to your needs

  • CUSTOMIZABLE BRANDED ASSESSMENT
  • CUSTOM ADVISOR PORTAL AND DASHBOARD
  • DIGITAL BADGE, FOR WEB USAGE
  • FINANCIAL ADVISOR ALLY BEST PRACTICES HANDBOOK
  • CERTIFICATION FOR BEING A 5 MONEY PERSONALITIES ADVISOR
  • SAMPLE MARKETING MATERIALS

BECOME A CERTIFIED 5 MONEY PERSONALITIES ADVISOR

$49/MO

UNLIMITED CLIENT ASSESSMENTS
ACCESS TO PORTAL AND DASHBOARD
BEHAVIORAL FINANCE TOOLS
+MORE
IDEAL FOR INDIVIDUAL ADVISORS OR SMALL FIRMS

2 MONTHS FREE

$499/YR

UNLIMITED CLIENT ASSESSMENTS
ACCESS TO PORTAL AND DASHBOARD
BEHAVIORAL FINANCE TOOLS
+MORE
IDEAL FOR INDIVIDUAL ADVISORS OR SMALL FIRMS

FOR GROUP
PRICING

IF YOU HAVE ANY QUESTIONS ON
HOW WE CAN BETTER ACCOMMODATE
YOUR NEEDS, PLEASE REACH OUT.
WE ARE EAGER TO HELP.
CLIENTS

We turn your clients into business partners, its why people use us

Financial Advisor Ally grows your business and client relations all in one. So what’s stopping you?

Contact Us